Remote Insurance Sales

Spieldenner Financial Group•Mesa, AZ

About The Position

Spieldenner Financial Group is seeking a business partner to sell mortgage protection insurance. The role involves contacting prospective clients who have previously requested coverage, researching their information to tailor coverage options for death or disability, meeting with families virtually or in person to present coverage and assist with applications, and following up with insurance carriers during underwriting. The posting describes approximately 6–8 hours per week for appointment setting, 4–5 hours per week for research, two days per week meeting with families, and two hours per week for administration. The company describes its work as serving and protecting clients through personalized plans with insurance partners, while emphasizing personal development and growth. Agent success and earnings are not guaranteed and depend on factors including effort, use of the training and sales system, engagement with leads, and local customer insurance needs.

Requirements

  • Must be coachable, challenge-seeking, self-disciplined, and have a growth mindset.
  • Passion for people is a must.

Responsibilities

  • Contact prospective clients who previously requested coverage and schedule appointments to discuss mortgage protection.
  • Research client-provided information to customize coverage options for financial needs in the event of death or disability.
  • Meet with clients virtually or in person to present coverage options, explain details, and help them apply.
  • Follow up with insurance carriers to facilitate client applications through underwriting.
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